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Portfolio (Quarterly) Guide ↗

Odyssey Capital Advisors, Inc.

· CIK 0002104872
13F Portfolio $140M AUM 101 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 46 Added 38 Reduced 5 Exited
Page 1 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLK SELECT SECTOR SPDR TR 18,744.0 $3.6M 2.56% -508.0 -2.6% $190.52 -2.5%
2 IVV ISHARES TR 3,407.0 $2.6M 1.83% -284.0 -7.7% $748.89 +3.2%
3 VCR VANGUARD WORLD FD 5,810.0 $2.3M 1.65% -95.0 -1.6% $396.64 -0.7%
4 ITA ISHARES TR 7,383.0 $1.8M 1.28% -217.0 -2.9% $242.41 -4.0%
5 VIG VANGUARD SPECIALIZED FUNDS 6,680.0 $1.6M 1.13% -180.0 -2.6% $236.62 +2.7%
6 VCIT VANGUARD SCOTTSDALE FDS 17,053.0 $1.4M 1.01% -513.0 -2.9% $82.65 -1.8%
7 VFMO VANGUARD WELLINGTON FD 4,869.0 $1.2M 0.87% -149.0 -3.0% $249.50 -9.0%
8 XLB SELECT SECTOR SPDR TR 23,709.0 $1.2M 0.86% -831.0 -3.4% $50.83 +4.6%
9 AXP AMERICAN EXPRESS CO Financial Services 3,559.0 $1.2M 0.86% -27.0 -0.8% $338.30 -1.5%
10 VFH VANGUARD WORLD FD 8,692.0 $1.1M 0.82% -218.0 -2.5% $131.60 +7.9%
11 RSP INVESCO EXCHANGE TRADED FD T 4,867.0 $1.0M 0.74% -294.0 -5.7% $212.77 +3.7%
12 ANET ARISTA NETWORKS INC Technology 5,587.0 $949K 0.68% -60.0 -1.1% $169.88 +15.0%
13 IGV ISHARES TR 9,584.0 $868K 0.62% -839.0 -8.1% $90.60 +20.9%
14 JPM JPMORGAN CHASE & CO Financial Services 2,611.0 $855K 0.61% -55.0 -2.1% $327.38 +9.2%
15 IWD ISHARES TR 3,120.0 $756K 0.54% -296.0 -8.7% $242.44 +6.6%
16 VXF VANGUARD INDEX FDS 2,872.0 $707K 0.51% -82.0 -2.8% $246.21 -1.6%
17 SCHX SCHWAB STRATEGIC TR 23,888.0 $703K 0.50% -479.0 -2.0% $29.43 +3.1%
18 GOOG ALPHABET INC 1,962.0 $693K 0.50% -78.0 -3.8% $353.30
19 CVX CHEVRON CORPORATION Energy 3,365.0 $558K 0.40% -146.0 -4.2% $165.77 +21.8%
20 SYK STRYKER CORPORATION Healthcare 1,543.0 $486K 0.35% -203.0 -11.6% $314.80 +5.0%
Page 1 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.9%
Financial Services 24.7%
Communication Services 9.3%
Consumer Cyclical 8.8%
Healthcare 5.3%
Consumer Defensive 3.3%
Industrials 1.8%
Energy 0.9%